Exclusive Small Group Lunch for Wharton CFOs

Date and Time
Wednesday, September 12, 2018
11:30am— 1:00pm
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600 N Pearl
Suite 1700
Dallas, TX 75201
United States
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Join the Wharton Club for an Exclusive, Small Group Lunch - This One is for Wharton Alumni who are CFOs of Their Organization

The WCDFW has launched a new series of exclusive lunches, each one focused on a very specific professional function. This is a great way to not only network, but to develop more connected relationships with Wharton peers.

These micro-events will be limited to15 alumni within that functional area. Each small lunch will also be sponsored by a company and held in its executive boardroom where the sponsor will share a short overview about the company and topics relevant to the C-suite.

The purpose of the micro-lunches is to provide an intimate setting in which our alumni can meet and engage their peer group in a protected, informative and effective way.

This event is hosted by David F. Smith, CFO at TridentUSA Health Services, and will be dedicated to those Wharton alumni who are CFOs of their organization. The group will determine the topics of interest, and the attendees will break into groups for collaboration and feedback.

David is the Chief Financial Officer of TridentUSA Health Services, the largest provider of bed side diagnostic services in the post-acute market. As a senior finance and operating executive, David has a track record of partnering with management teams to develop and implement value-creating strategies in growth and turnaround situations for large and middle-market companies in healthcare, financial services, technology, and manufacturing industries. David’s professional experiences includes public accounting with Price Waterhouse, management consulting with Bain & Company, private equity with Highland Capital Management, and senior finance and program management roles with DHL Express and Countrywide Financial. Most recently, David was the Chief Executive Officer of Cornerstone Healthcare Group, a leading regional operator of long-term acute care hospitals. David graduated from the University of Texas at Austin with a BA in Economics and a BBA in Accounting and International Business, and received his MBA from The Wharton School at the University of Pennsylvania where he majored in Marketing and Operations.

About BDO

This CFO Roundtable is sponsored by BDO. BDO delivers assurance, tax, and financial advisory services to clients throughout the country and around the globe. BDO USA is a member of BDO International, the world’s fifth largest accounting network. For more information, please visit https://www.bdo.com/about/us-locations/dallas-office.

**Please respect the spirit of the event. Only register if you are clearly a member of the professional discipline targeted.

Special Thank You to This Event's Sponsor:


Early Registration Deadline: Tuesday, September 11 @ Noon
Date: Wednesday, September 12
Time: 11:30am  Check-in and Mingle
         12:00 - 1:00pm Lunch and Discussion
Location: BDO, 600 North Pearl, Suite 1700, Dallas, TX 75201
Parking: Parking will be validated.
Cost (early registration):
   REGISTER - Gold members: Free
   REGISTER - Other Club members: $25/person
   REGISTER BELOW - Non-members: $40/person
   ** All tickets go up $10 at the door, if space is available**

Want to save by becoming a Member? Click here to Join the Club!

CANCELLATION POLICY: All cancellations must be received by the early registration date BEFORE the event or the attendee who made the reservation may not receive a refund, regardless of participation, due to costs associated with the reservation.


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Small Group Lunch - CFOs
Map & Directions


600 N Pearl, Suite 1700, Dallas, TX 75201, United States,
by public transit by car by bike Walking